+66.7%
NOC vs LCID
-95.8%
+162.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -7.8% | +7.2% | -0.6% |
| 7D | -1.6% | -9.3% | +7.8% | -1.6% |
| 30D | -10.4% | -35.4% | +25.0% | -10.3% |
| 3M | -5.6% | -17.1% | +11.5% | -5.7% |
| 6M | -30.4% | -58.9% | +28.5% | -30.3% |
| YTD | -8.5% | -59.6% | +51.1% | -8.3% |
| 1Y | -8.3% | -78.0% | +69.6% | -8.2% |
| 3Y | +28.2% | -92.7% | +120.9% | +28.2% |
| 5Y | +56.7% | -97.8% | +154.6% | +56.9% |
| All | +66.7% | -95.8% | +162.5% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded LCID wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling